Estate planning isn’t just about protecting your assets—it’s about protecting yourself, your family, and your descendants. A thoughtful plan can ensure that your feelings about inheritance, guardianship, medical care and treatments will be respected.
Read MoreThe Federal Trade Commission (FTC) reports that in in 2023, 27% of people who reported a fraud said they lost money, while in 2024, that number increased dramatically to 38%.
Read MoreSocial Security benefits are tied to inflation, and after several years of hefty cost-of-living adjustments (COLAs) to keep up with rising prices, adjustments are going to be lower in 2025.
Read MoreEven if you discussed finances before the wedding, it’s worth revisiting these discussions as you transition into married life.
Read MoreAs we enter a new monetary cycle, investors can expect a shift towards a more "dovish" approach.
Read MoreA will is a legal document that provides instructions on transferring property to beneficiaries after the death of the person that made the will (“testator”).
Read MoreFinancial goals evolve as we journey through life and tailoring them to each decade can set the stage for a secure and fulfilling financial future.
Read MoreThis list of financial freedom quotes will help inspire you to become serious about money, invest wisely, and begin your journey to wealth and independence.
Read MoreThe term "September Effect" refers to the historical tendency for the stock market, particularly the S&P 500 index, to perform poorly during the month of September.
Read MoreThe problem for many people is poor personal financing habits don’t suddenly go away once you receive a large amount of money.
Read MoreThere is certainly a disconnect between what is taught to kids (and teenagers) about finance, and what skills they need navigating insurance, investments, budgeting, work benefits and other real-world topics.
Read MoreFinancial planning plays a critical role in maintaining a healthy and harmonious relationship. However, it's no secret that money matters can often become a source of disagreement and tension for couples.
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